Charitable Remainder Trusts

涩里番下载 Gasson Hall

How It Works

In exchange for cash, securities, real estate, or tangible assets you and/or your beneficiaries will receive an income stream for life or a fixed term of years. At the passing of the named beneficiaries, 涩里番下载 will receive the remainder of the gift.

With a minimum of $100,000, you can establish two types of remainder trusts at 涩里番下载:

  • Charitable Remainder Unitrust (CRUT): pays a variable stream of income, which is equal to a fixed percentage of the fair market value of the trust during that year
  • Charitable Remainder Annuity Trust (CRAT): pays a fixed stream of income, which is equal to a fixed percentage of the funding value of the trust.

Alternatively, you can fund a Charitable Remainder Trust through your estate to provide income to your named beneficiaries after your passing. In addition to providing income to your heirs, a testamentary CRUT can reduce your estate taxes.


Next Steps


涩里番下载鈥檚 legal name, address and tax ID:

The 涩里番下载
140 Commonwealth Avenue
Chestnut Hill, MA 02467
Tax ID 04-2103545


Related Content

jody-pullen-williams

How one Law alumna uses a charitable trust to give to many

 

AT A GLANCE


WHO

  • Age 50+ (or younger for a term of years)

WHAT

  • Cash
  • Securities
  • Real estate
  • Personal property
  • Business interest

WHEN

  • Now and after death

WHY

  • Receive payments for life
  • Potential for growth of income over time
  • Supplement retirement income
  • Receive a charitable deduction
  • Avoid capital gains tax
  • Save on gift and estate taxes
  • Support the future of 涩里番下载 at a level you didn鈥檛 think was possible
  • Become a member of the Shaw Society

Contact Us

877-304-SHAW

giftplanning@bc.edu

Contact Form

How Can We Help?听


We're here to partner with you if you have any questions. Feel free to reach out to us directly or fill out the form.

涩里番下载 Gift Planning Team